TechFlow News, May 30: Serenity—dubbed the “new stock god” by the market—published a post analyzing the latest information from Foxconn’s shareholders’ meeting and reiterated his bullish outlook on the AI optical interconnect supply chain.
According to Serenity, Foxconn’s shareholders’ meeting confirmed that its co-packaged optics (CPO) switch products will begin shipping in Q3 this year, with a target shipment volume of 10,000 units in 2026 and an ambition to secure global market leadership. Management expects related business to accelerate growth next year.
Serenity specifically noted that Foxconn’s advanced optical business is handled by its subsidiary, Accton Technology Corporation (formerly known as “Xunxin Technology Holdings”). He believes that as CPO products ramp up, their revenue contribution has yet to be fully reflected in current financial reports and may gradually materialize starting in the second half of the year.
Serenity stated that demand for high-speed optical interconnects in AI data centers is growing rapidly, and CPO is viewed as a critical technological direction for addressing bandwidth and power consumption bottlenecks. He believes that early positioning in key segments of the optical interconnect supply chain could present a significant opportunity to generate outsized returns during the next growth cycle of AI hardware.
Previously, Serenity has repeatedly shared research insights on AI photonics and optical interconnects, and has consistently tracked relevant stocks including SIVE, AAOI, FOCI, and Accton Technology Corporation.
